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Home > Institutional Investor > Legacy Private Trust Co. > Profile

Instuitional Investor - Legacy Private Trust Co.

Fund Profile
Filing Period:
Fund Name: Legacy Private Trust Co.
Portfolio Value $1,828,773,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 323,682 $247,891,859 13.56%
2.
Vanguard Index Fds
 463,081 $173,303,432 9.48%
3.
Vanguard Tax-Managed Fds
 1,148,916 $81,124,958 4.44%
4.
Apple Inc.
 AAPL 179,317 $59,716,146 3.27%
5.
Spdr Series Trust
 KRE 613,626 $56,484,272 3.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.